Anic Equity¶
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Total return since start: 0.562 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47707.66 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46312.7 Kr¶
PnL: ---------------------------------------> -575.87 Kr¶
DD now: ---------------------------------> -1.896 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-24 16:45:48.609685'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -0.740000 | 2817.500000 | 181.500000 | 6.890000 | 2636.000010 |
| Beijer Electronics Group | 26 | -3.240000 | 3104.400000 | 133.400000 | 4.490000 | 2971.000006 |
| Corem Property Group B | 59 | -1.300000 | 624.810000 | 47.810000 | 8.290000 | 576.999999 |
| AcadeMedia | 12 | 0.300000 | 604.200000 | 47.200000 | 8.470000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.130000 | 396.500000 | 41.500000 | 11.690000 | 355.000000 |
| Boozt | 12 | 0.210000 | 1692.000000 | 38.000000 | 2.300000 | 1653.999996 |
| Resurs Holding | 22 | 0.800000 | 608.520000 | 34.520000 | 6.010000 | 573.999998 |
| HMS Networks | 2 | -1.390000 | 707.200000 | 34.200000 | 5.080000 | 673.000000 |
| MedCap | 2 | -2.580000 | 453.000000 | 32.000000 | 7.600000 | 421.000000 |
| FM Mattsson Mora Group B | 50 | -0.170000 | 2955.000000 | 28.000000 | 0.960000 | 2927.000000 |
| SAAB B | 8 | -0.070000 | 3400.800000 | 23.800000 | 0.700000 | 3377.000000 |
| Norva24 Group | 16 | 0.000000 | 564.800000 | 21.800000 | 4.010000 | 543.000000 |
| Intrum | 4 | 0.180000 | 547.400000 | 20.400000 | 3.870000 | 527.000000 |
| Securitas B | 6 | 1.300000 | 587.520000 | 17.520000 | 3.070000 | 570.000000 |
| Swedbank A | 3 | 2.030000 | 580.050000 | 16.050000 | 2.850000 | 564.000000 |
| Eastnine | 4 | -0.630000 | 505.600000 | 14.600000 | 2.970000 | 491.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 575.400000 | 13.400000 | 2.380000 | 562.000005 |
| OEM International B | 7 | -0.900000 | 539.700000 | 11.700000 | 2.220000 | 527.999997 |
| Coor Service Management Hold. | 8 | -0.950000 | 541.600000 | 9.600000 | 1.800000 | 532.000000 |
| Karnov Group | 9 | 0.170000 | 542.700000 | 6.700000 | 1.250000 | 536.000004 |
| Nordea Bank Abp | 29 | 0.470000 | 3460.280000 | 6.280000 | 0.180000 | 3453.999992 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.960000 | 251.280000 | 5.280000 | 2.150000 | 246.000000 |
| Handelsbanken A | 5 | 0.320000 | 547.750000 | 1.750000 | 0.320000 | 546.000000 |
| Creaspac SPAC | 6 | -0.210000 | 575.400000 | -1.600000 | -0.280000 | 577.000002 |
| CTEK | 13 | -3.250000 | 519.220000 | -14.780000 | -2.770000 | 533.999999 |
| Essity B | 2 | -0.920000 | 558.000000 | -16.000000 | -2.790000 | 574.000000 |
| Midsona B | 63 | -0.880000 | 564.480000 | -18.520000 | -3.180000 | 582.999984 |
| Essity A | 4 | -1.060000 | 1120.000000 | -29.000000 | -2.520000 | 1149.000000 |
| Sampo Oyj SDB | 7 | -0.640000 | 3818.500000 | -31.500000 | -0.820000 | 3850.000000 |
| International Petroleum Corp. | 5 | -3.130000 | 557.000000 | -37.570000 | -6.320000 | 594.565215 |
| Vivesto | 1368 | 1.290000 | 558.690000 | -54.310000 | -8.860000 | 612.999432 |
| Axfood | 13 | -1.560000 | 3603.600000 | -152.400000 | -4.060000 | 3756.000001 |
| OX2 | 18 | -0.630000 | 1431.000000 | -233.000000 | -14.000000 | 1663.999992 |
| Fasadgruppen Group | 35 | 2.100000 | 3570.000000 | -241.000000 | -6.320000 | 3810.999990 |
| Ovzon | 52 | -2.860000 | 2828.800000 | -533.200000 | -15.860000 | 3361.999992 |
| TOTAL | 46312.700000 | -575.870000 | -1.89643% | 46888.564618 |
Updated:¶
'2023-01-24 16:46:01.276883'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
